The CPA Zone: Tax Strategies for Small Businesses

Tax strategy and accounting advice for small business owners and real estate investors.

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Episodes

24 hours ago

Ryan discusses the VanMalssen v. Commissioner case, highlighting how personal use days, travel, and repair activities can impact tax deductions for rental property owners utilizing short-term rental strategies.
 
Would you like to become a client? Complete one of our client intake forms here:
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Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Real Estate Metrics

Tuesday Mar 25, 2025

Tuesday Mar 25, 2025

In this episode, Ryan highlights four essential financial metrics for evaluating real estate investments.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Tuesday Mar 18, 2025

Ryan explains the criteria and advantages of obtaining real estate professional status.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Tuesday Mar 04, 2025

A review of the Gossain v. Commissioner case demonstrates that the taxpayer was unable to substantiate their claim for real estate professional status. The Court pointed out that the taxpayer had conflated the rules for material participation with the requirements for real estate professional status.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Tuesday Feb 25, 2025

A summary of the Foradis v. Commissioner tax court case shows that the taxpayer was unable to establish their status as a real estate professional.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Like Kind Exchanges (Sec 1031)

Tuesday Feb 18, 2025

Tuesday Feb 18, 2025

Ryan covers the topic of like-kind exchanges, or 1031 exchanges as they're commonly referred to.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Tuesday Feb 11, 2025

An analysis of the Bailey v. Commissioner case, in which the taxpayer did not meet the criteria to qualify as a Real Estate Professional, resulting in their STR hours not being recognized for REPS purposes.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Tuesday Feb 04, 2025

An analysis of the recent case Warren v. Commissioner, where the taxpayer was unable to prove their status as a Real Estate Professional, resulting in a loss in tax court.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Tuesday Jan 28, 2025

We’ll resume our discussion on the differences between dealer and investor status, highlighting an exception in Section 1237 of the Internal Revenue Code. This section allows for capital gains treatment on subdivided real estate sales if specific criteria are met. Additionally, we’ll answer some questions.
 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Tuesday Jan 21, 2025

In this episode of "The CPA Zone," Ryan and real estate financing expert Tim Dineen of Keystone Funding discuss current lending trends, creative financing strategies, key loan options like DSCR and bank statement loans, and how tax strategies impact real estate investment loans in today’s market.
 
Get in touch with Tim:Facebook: https://www.facebook.com/tim.dineen.332 Instagram: https://www.instagram.com/timjdineen_homeloans/ LinkedIn: https://www.linkedin.com/in/timothy-dineen-1504506b/ 
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
 
Free e-Book Download
 
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

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The CPAZone: Tax Strategies for Business Owners

This is the podcast for entrepreneurs and real estate investors who want to learn how to legally reduce taxes.  We help you keep more of your hard-earned money.

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